TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.69B
1-Year Est. Return 15.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.07B
AUM Growth
+$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,537
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$19.4M
3
+$12.3M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$11.2M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$9.97M

Top Sells

1
+$8.63M
2
+$3.19M
3
+$3.07M
4
BMY icon
Bristol-Myers Squibb
BMY
+$3.02M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$2.71M

Sector Composition

1 Technology 7.24%
2 Financials 5.01%
3 Healthcare 3.29%
4 Industrials 3.06%
5 Communication Services 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$13 ﹤0.01%
1
1402
$13 ﹤0.01%
1
1403
$12 ﹤0.01%
1
1404
– –
0
1405
– –
-64
1406
– –
-11
1407
– –
-64
1408
– –
-45
1409
– –
-13
1410
– –
-869
1411
– –
-23
1412
– –
-19
1413
– –
-197
1414
– –
-9
1415
– –
-17,978
1416
– –
-261
1417
– –
-890
1418
– –
-17
1419
– –
-13
1420
– –
-28
1421
– –
-40
1422
– –
-14
1423
– –
-93
1424
– –
-31
1425
– –
-1,772
55 56
57
58 59